For Professional Advisors

For more than a century donors and their trusted advisors have relied on the Trust’s philanthropic expertise to effect lasting change in Chicago and far beyond.

Close-up of a financial document with one person pointing out information to two other people.

We are here to help you help your clients.

The Chicago Community Trust works closely in consultation with professional advisors and their clients to structure a giving plan that meets their unique financial and philanthropic goals.

Our experienced gift planning staff can explain the benefits and provide sample gift calculations in confidence. We offer customized presentations by experts on tax and estate laws, charitable gift planning, and other topics for individual professionals, groups, or firms.

Unlock the Value:
Non-Cash Assets

Philanthropy can be so much more than gifts of cash. Guide your clients through leveraging marketable securities, real estate, closely held business interests and even artwork to bring their charitable goals within reach.

Take a look at our fact sheet series:

Let the philanthropic professionals of the Trust show you and your client how giving can be made easier, more effective, and more gratifying.

Contact our Gift Planning team.

Funds & Ways to Give

For every interest you hold — such as education, critical needs, neighborhood investment and hundreds more — there is a Trust community impact expert and philanthropic advisor who can assist your charitable plan of action.


Forms & Resources

Our staff provides personalized service for your giving needs. In addition to helping you create a giving plan, we are here to help with making sound investments, maximizing your tax benefits and handling the paperwork along the way.

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